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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
SalesforceThe Activity History object incontains broader email activity data than the limited Email Messages object, including relationship context and historical tracking over extended periods.
Here’s how to leverage Activity History for comprehensive email reporting that provides superior email metrics compared to the incomplete Email Messages object.
Optimize Activity History data for comprehensive email reporting
CoefficientSalesforceexcels at leveragingActivity History for email reporting, providing superior capabilities compared to the limited Email Messages object. You can access Activity History’s richer dataset and create meaningful email metrics that reveal true communication patterns.
How to make it work
Step 1. Extract comprehensive Activity History data.
Import Activity History data using custom SOQL queries with complex filtering to isolate email-specific activities. Access related object fields through lookup functionality to connect email activities with Contact, Lead, and Account data, and pull historical activity data that spans years of email communications.
Step 2. Filter and analyze email activities.
Filter Activity History records to isolate email-specific activities using subject line patterns and activity types. Create email metrics calculations using activity timestamps and related data, and build email send reporting with activity-based engagement tracking that shows response patterns over time.
Step 3. Build enhanced email reporting capabilities.
Generate email activity dashboards showing communication patterns by Contact, Lead, or Account using Activity History’s relationship context. Create email sequence tracking using Activity History chronological data and build email metrics dashboards with response time analysis and follow-up tracking.
Step 4. Set up automated email activity monitoring.
Schedule regular imports of Activity History data for real-time email activity monitoring using Coefficient’s automated refresh capabilities. Set up email alerts when activity patterns indicate significant changes in email engagement and create snapshots of email activity trends for historical analysis.
Get richer email insights than Email Messages provides
Start buildingThis approach provides far more comprehensive email reporting than the incomplete Email Messages object, leveraging Activity History’s richer dataset for meaningful email metrics and analysis.your Activity History email reports today.
